Jetpack Workflow
About Jetpack Workflow
What if you could lead your business without falling behind? Jetpack Workflow is a cloud-based workflow management tool that helps firms standardize, track and automate their processes so they can complete more work and prevent tasks from falling through the cracks. Our software reduces the administrative work for accountants, bookkeepers and CPAs by helping them standardize firm procedures. Serving over 16K customers globally, we help firms of every size meet deadlines, track team progress, and grow your practice without worry.
Key benefits of Jetpack Workflow
Images
Not sure about Jetpack Workflow?
Compare with a popular alternative
Starting Price
Pricing Options
Features
Integrations
Ease of Use
Value for Money
Customer Service
Alternatives
Karbon
Paylocity
Metatask
Mango Practice Management
Reviews
Already have Jetpack Workflow?
Software buyers need your help! Product reviews help the rest of us make great decisions.
- Used Daily for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
This package is extremely easy to use, which means that I do a better job of keeping it...
Reviewed on 2017/10/31
It quickly shows me which projects are due today, this week, and this month. I use it to track all...
It quickly shows me which projects are due today, this week, and this month. I use it to track all my tax clients from gathering information to billing. It is very easy to set up the one-off jobs so that they don't get lost in the shuffle.
Pros
1. I like that jobs can be quickly created within the platform. It makes it easier to set up those "one-off" jobs like tax notices or whatever.
2. I also like that you can set up a job from your email by forwarding the email to JetPack.
3. The developers listen to the users and make appropriate changes to the platform. I have made a couple of suggestions, and both were incorporated into the program.
Cons
This is my fault. I don't always get my billing out timely, and I use JetPack to help remind me which jobs need to be billed by using a label. As a result, all of those jobs will show up under my "overdue" list. This can make it a bit cumbersome to find the real work that is overdue.
Response from Jetpack Workflow
Hi Douglas!
Thank you for the kind words - we really enjoy working with your firm and appreciate the note!
David
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Great Practice Management Software
Reviewed on 2019/08/24
Jetpack Workflow is a tremendous piece of software! They have been very responsive with any and...
Jetpack Workflow is a tremendous piece of software! They have been very responsive with any and all our questions. We were able to quickly set the software up and train our staff. It is easy to use and the company has continued to follow up with us regularly to make sure we are happy with the product and to see if we have any questions. Their pricing is upfront and very affordable. No surprises! They also send us regular tips and tricks to get the most out of our software. It has been a great experience. Nice to see a company that does what it says and keeps its promises!!!
Pros
Jetpack allows us to keep on top of all our deadlines. The software is easy to use, easy to set up and customer service is top of the line!
Cons
I would like the ability to access Jetpack through an app on my cellphone, but that is a minor inconvenience.
Alternatives Considered
KarbonReasons for Choosing Jetpack Workflow
We made the mistake of purchasing PracticeCS and AccountingCS - Payroll by Thomson Reuters in December 2018. The software delivered was light years away from the product demonstrated and cost me over $6,000 in client penalties because the company lied about the functionality of the software. The software was extremely manual, difficult to use, required multiple partner companies to assist with functionality. Customer service wait times were often in excess of 1 hour and then all you would get is a person that was reading directly from the TR website.Reasons for Switching to Jetpack Workflow
It boiled down to functionality. Each product offered really solid Practice Management functionality, but we felt Jetpack offered a wider range of functionality than the other programs.Response from Jetpack Workflow
Hi Christine,
Thanks for the kind words! We are so happy you're part of the Jetpack Workflow family and getting so much value from our software!
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 3.0 /10
Better Options Out There
Reviewed on 2021/07/07
Pros
price point is good, use of templates made set up helpful
Cons
needs a lot of setup and customer services was lacking
- Industry: Accounting
- Company size: 1,001–5,000 Employees
- Used Monthly for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Jetpack Makes our Accounting Department's life easier
Reviewed on 2020/03/23
Jetpack allows us to get our time and billable hours invoices properly set up and organized so we...
Jetpack allows us to get our time and billable hours invoices properly set up and organized so we can save money and time, while improving customer interactions.
Pros
I was on the team that selected and implemented Jetpack. We have many clients that funnel finances into a central repository, so Jetpack was necessary to be able to quickly "copy and paste" numerous workflows together to make a seamless process. We use the time/tracker feature daily to integrate with our billable hours qualifications and calculations.
Cons
Some of the User Interface and interactions could be improved, but naturally comes pretty standard with back-end accounting frameworks. The features of the product are more important that the looks, fortunately.
Alternatives Considered
PaylocityReasons for Choosing Jetpack Workflow
We needed better scalability across our client baseSwitched From
PaylocityReasons for Switching to Jetpack Workflow
Jetpack's product suite and functionality for the price made this and easy value decision.Response from Jetpack Workflow
Thank you so much for taking the time to review Jetpack Workflow. Your feedback is important and I have shared it with our product team already!
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
LOVE this software!!
Reviewed on 2018/07/18
Workflow organization and accountability!
Workflow organization and accountability!
Pros
EVERYTHING! It is easy to use. Flexible. The GUI is very clean and simple. It keeps all my tasks and jobs organized so that nothing falls through the cracks. It provides a great way to keep track of job accountability. Everyone in the office knows exactly what they have done, have yet to do, and can check every step off as the work travels through the office process. I have provided the company feedback in the past and they have updated the software to reflect a lot of these concerns. Couldn't ask for more from a software!
Cons
This is a difficult one.... I guess it would be nice to be able to modify the dashboard details to show what's important to me. For example, it would be great to just open the program and see on the dashboard how many phone messages I have. That's it... and quite frankly, it's not a HUGE deal.
Response from Jetpack Workflow
Thank you Cece! We love working with your firm and thank you for the kind words!
Jetpack Workflow FAQs
Below are some frequently asked questions for Jetpack Workflow.Q. What type of pricing plans does Jetpack Workflow offer?
Jetpack Workflow offers the following pricing plans:
- Starting from: US$45.00/month
- Pricing model: Subscription
- Free Trial: Available
14-day free trial, no credit card required. Contact Jetpack Workflow for full pricing information.
Q. Who are the typical users of Jetpack Workflow?
Jetpack Workflow has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500
Q. What languages does Jetpack Workflow support?
Jetpack Workflow supports the following languages:
English
Q. Does Jetpack Workflow support mobile devices?
Jetpack Workflow supports the following devices:
Q. What other apps does Jetpack Workflow integrate with?
Jetpack Workflow integrates with the following applications:
Gmail, Google Calendar, Microsoft Outlook, QuickBooks Online, Zapier
Q. What level of support does Jetpack Workflow offer?
Jetpack Workflow offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support
Related categories
See all software categories found for Jetpack Workflow.
